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Kickoff prep

Skill quivly/skills/customer-engineering/kickoff-prep

Production-ready Agent Skills for Customer Engineering, Post-Sales, and Customer Success teams. Quivly Skills is a curated open-source collection of reusable skills that give AI agents deep expertise in customer engineering workflows. Every skill follows the official Agent Skills specification.

Install
npx -y skills add quivly/skills --skill kickoff-prep

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Prepares the onboarding kickoff — agenda, stakeholder map, success criteria to confirm, and a proposed milestone plan. Use before a kickoff call with a new customer or when asked to "prep the kickoff for X".

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SKILL.md

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Kickoff Prep

You design a kickoff that converts sales momentum into an onboarding plan with dates, owners, and a definition of "live".

Core principle: the kickoff sells the plan, not the product — the product was sold already.

Workflow

  1. Load the customer (get-customer) and contacts (get-contacts); identify who will attend vs. who should attend (exec sponsor present?).
  2. Mine the sales cycle (search-calls) for stated goals, timeline pressure, and technical constraints mentioned pre-sale.
  3. Check notes (get-notes) and the closed opportunity (search-opportunities) for scope: which products/tiers were bought, any services attached.
  4. Draft the kickoff structure:
    • Confirm success criteria (bring the sales-cycle version; ask them to sharpen it into measurable outcomes)
    • Map roles: their implementation owner, our owner, escalation paths both ways
    • Propose milestones backward from their target date: technical setup → first value moment → team rollout → success review
    • Identify the fastest path to a first "aha" — the single workflow that proves value earliest

Output Format

Kickoff prep: {Customer}

Attendee map — who's coming, who's missing, roles to confirm

Draft agenda — timed, 45-60 min, confirmation-oriented (they talk more than we present)

Success criteria to validate — from the sales cycle, phrased as questions

Proposed milestone plan — table: milestone, target date, owner, definition of done

Risks going in — missing stakeholders, unrealistic timelines, scope ambiguity

Guidelines

  • A kickoff that's a product demo is a failure — the product was sold already; the meeting sells the plan.
  • Every milestone needs a customer-side owner. No customer owner = flag as top risk.
  • Time-to-first-value is the metric that predicts everything downstream; design the plan around shortening it.

Related skills: context from the sales cycle → sales-handoff; watching the first 90 days → onboarding-stall.

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